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Vanguard Tax-Exempt Bond Index Fund

1,216 hedge funds and large institutions have $28.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 525 increasing their positions, 437 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $28B → $28.9B (+$960M)

4.82% less ownership

Funds ownership: 78.06%73.23% (-4.8%)

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
1,216
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.1M
Puts
$2.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$67.7M
SA
52
Sanctuary Advisors
Indiana
$67.3M
LFS
53
Lutz Financial Services
Nebraska
$66.9M
FFM
54
Forum Financial Management
Illinois
$66.2M
WPC
55
Wedmont Private Capital
Pennsylvania
$60.3M
BBNB
56
Baker Boyer National Bank
Washington
$58M
WFA
57
West Financial Advisors
Iowa
$56.9M
BFG
58
Bleakley Financial Group
New Jersey
$55.2M
TWM
59
Topsail Wealth Management
North Carolina
$54.8M
IWC
60
Integrated Wealth Concepts
Massachusetts
$53.4M
ACA
61
Ackerman Capital Advisors
Texas
$49.5M
G
62
GenTrust
Florida
$49.4M
TSW
63
Thompson Siegel & Walmsley
Virginia
$48.7M
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$47.5M
BHWM
65
Beaird Harris Wealth Management
Texas
$46.4M
FG
66
Foster Group
Iowa
$45.2M
SB
67
Sunflower Bank
Texas
$44.9M
MG
68
Mather Group
Illinois
$44.7M
MML Investors Services
69
MML Investors Services
Massachusetts
$44M
KIM
70
Kestra Investment Management
Texas
$43.1M
NYLIM
71
New York Life Investment Management
New York
$42.9M
GC
72
Garde Capital
Washington
$42.7M
Financial Engines Advisors
73
Financial Engines Advisors
California
$42.3M
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$41.7M
CAG
75
Crestwood Advisors Group
Massachusetts
$41.4M